$200 Million is the total value of VIRIDIAN RIA, LLC's 52 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $7,877,000 | – | 148,867 | +100.0% | 3.94% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $7,306,000 | – | 84,457 | +100.0% | 3.65% | – |
| SHV | New | iShares TRshort treas bd | $6,404,000 | – | 58,061 | +100.0% | 3.20% | – |
| BIL | New | SPDR Ser Trspdr bloomberg | $3,524,000 | – | 38,531 | +100.0% | 1.76% | – |
| JGH | New | Nuveen Global High Income Fd | $3,308,000 | – | 22,112 | +100.0% | 1.65% | – |
| IWR | New | iShares TRrus mid cap etf | $1,102,000 | – | 23,726 | +100.0% | 0.55% | – |
| WYNN | New | Wynn Resorts LTD | $1,075,000 | – | 10,000 | +100.0% | 0.54% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $964,000 | – | 7,306 | +100.0% | 0.48% | – |
| IVW | New | iShares TRs&p 500 gro etf | $557,000 | – | 3,703 | +100.0% | 0.28% | – |
| JRI | New | Nuveen Real Asset Inm and Gw | $306,000 | – | 36,396 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 17 | Q1 2022 | 2.2% |
| ALPHABET INC | 17 | Q1 2022 | 1.0% |
| APPLE INC | 17 | Q1 2022 | 1.3% |
| BERKSHIRE HATHAWAY INC DEL | 17 | Q1 2022 | 0.6% |
| AT&T INC | 17 | Q1 2022 | 0.6% |
| AMGEN INC | 17 | Q1 2022 | 0.2% |
| VANGUARD TAX-MANAGED INTL FD | 16 | Q1 2022 | 12.6% |
| SPDR S&P 500 ETF TR | 16 | Q1 2022 | 12.8% |
| ISHARES TR | 16 | Q1 2022 | 10.9% |
| SPDR S&P MIDCAP 400 ETF TR | 16 | Q1 2022 | 10.6% |
View VIRIDIAN RIA, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-08 |
| 13F-HR | 2021-07-30 |
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-02-09 |
| 13F-HR | 2020-11-09 |
| 13F-HR | 2020-08-12 |
| 13F-HR | 2020-04-09 |
| 13F-HR | 2020-01-13 |
View VIRIDIAN RIA, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.